Compare · 2 funds side by side · dividends reinvested

SIZE and IWB

SIZEiShares×IWBiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,772IWB · best of the two

Story of the two · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the two · RiskSmallest drop

SIZE and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.3%+13.8%+17.6%+7.3%−8.0%13.4%$439M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.7%+11.8%+21.3%+10.9%−8.9%13.7%$48.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SIZE 2013 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 ETF · $48.3B$16,772

IWB

SIZE

iShares MSCI USA Size Factor ETF · $439M$14,240

$10,000 five years ago, dividends reinvested · they hold 42.4% in common

IWBMeasureSIZE

+11.7%

More Ways to See the Pairs

IWB vs SIZE: Top 5 Holdings

Today

IWB

24.7%in top 5

SIZE

in top 51.9%

IWBStockSIZE

7.3%AAPLnot top 5

5.8%NVDAnot top 5

5.5%MSFTnot top 5

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

Cost, Income and Risk

Fees: SIZE, IWB

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

IWB0.15%$15

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SIZE, IWB

1Y

1.36%highest, SIZE

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+13.3%

+11.8%1 yearTotal return+13.8%

+21.3%3 years · per year$10,000 became $17,870 · $16,264+17.6%

+10.9%5 years · per year$10,000 became $16,772 · $14,240+7.3%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.92%Trailing 12-mo yield$92 · $136 a year on $10k1.36%

−8.9%Worst dropSmaller is better−8.0%

13.7%VolatilityLower is calmer13.4%

IWBSIZE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SIZE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SN0.4%

not top 5OKTA0.4%

not top 5KMB0.4%

not top 5VMRK0.4%

not top 5VEEV0.3%

Held in common42.4%

End-of-day Nov 12, 2026 · share of each fund

IWB vs SIZE Returns, Every Period

5Y

iSharesIWB

+10.9%

5 years, per year

SIZEiShares

+7.3%

5 years, per year

IWBSIZEFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWB vs SIZE

YTD

iSharesIWB

+11.7%

SIZEiShares

+13.3%

+11.7%Year to date+13.3%

−8.9%Worst drop · 1Y−8.0%

13.7%Volatility · 1Y13.4%

0.9%Yield1.4%

$48.3BAssets$439M

4–0SIZE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SIZE1.36%$136

IWB0.92%$92

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, SIZE

SIZE$136 − $15 = $121

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SIZE, IWB

Today

42.4%most shared, SIZE and IWB

SIZEIWB

SIZE—42.4%

IWB42.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.8%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

IWBWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEIWB

+13.3%Year to date+11.7%

1.4%Yield0.9%

+13.8%Past year+11.8%

0.15%Fee0.15%

3–0SIZE wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SIZE and IWB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two